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Advisor Websites Reviews & Product Details

Verified User in Primary/Secondary Education
UP
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Advisor Websites?

For individuals who are looking to host the basics without the fees of other hosting options Review collected by and hosted on G2.com.

What do you dislike about Advisor Websites?

Templates and styles are not quite up to par Review collected by and hosted on G2.com.

Recommendations to others considering Advisor Websites:

Research alternatives, consider costs and the data needs of your bussiness Review collected by and hosted on G2.com.

What problems is Advisor Websites solving and how is that benefiting you?

Hosting of video, audio and text. Integrating and optimizing traffic to a certain degree is possible Review collected by and hosted on G2.com.

Advisor Websites Overview

What is Advisor Websites?

Advisor Websites is a global software leader providing website and digital marketing solutions for the financial services and insurance industries. With a multi award-winning platform, Advisor Websites partners with its customers to create and maintain an exceptional and compliant digital presence that turns online traffic into new business. Advisor Websites partners with more than 150 financial institutions across North America including Sun Life, Investors Group, LPL Financial, New York Life and major custodians like TD Ameritrade, Fidelity and Charles Schwab. Advisor Websites empowers more than 12,000 financial service professionals to engage new prospects and clients online with a results-focused, mobile responsive website. Advisors receive education and training on digital marketing best practices, have access to a library of pre-approved content and more than one dozen custom integrations including Salesforce, Redtail, Hootsuite, Mailchimp, Riskalyze and Vestorly. With an enterprise platform built at its core, Advisor Websites is designed to meet the legal regulatory compliance and security rules and policies that guide the financial industry. Advisor Websites is a Strategic Partner of the Financial Planning Association, and participates as a sponsor and speaker at many industry events such as the FPA Business Education conference, TD Ameritrade Annual, LPL Focus and over a dozen more events each year. Named a 2015 Best Service Provider by Wealth Pro Magazine, and a 2015 Best Place to Work in British Columbia, the company is headquartered in Vancouver, Canada.

Advisor Websites Details
Languages Supported
English, French
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Product Description

Website software for the financial industry


Seller Details
Year Founded
2002
HQ Location
Vancouver, British Columbia
Twitter
@advisorwebsites
8,210 Twitter followers
LinkedIn® Page
www.linkedin.com
25 employees on LinkedIn®

Alex W.
AW
Overview Provided by:
President at Advisor Websites

Recent Advisor Websites Reviews

Frank G.
FG
Frank G.Small-Business (50 or fewer emp.)
0.0 out of 5
"Disappointment"
We had a professional looking website. Initial set up was as discussed. We had a great support staffer named Alyzah.
FI
Felipe I.Mid-Market (51-1000 emp.)
0.5 out of 5
"Does not customize to Suit Your Requirements"
I have come across many issues, with their services. It is more about my limitations in dedicating time to fully harness its potential.
BA
Barbara A.Mid-Market (51-1000 emp.)
0.5 out of 5
"Unreliable Support, for Website Requirements"
It is difficult to navigate and customize my website according to my needs. The interface and the range of options are somewhat limited. The custom...
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Advisor Websites Media

Advisor Websites Demo - Financial_Website_Design___Marketing___Advisor_Websites.png
Financial_Website_Design___Marketing___Advisor_Websites.png
Advisor Websites Demo - Integrations___Partners___Advisor_Websites.png
Integrations___Partners___Advisor_Websites.png
Advisor Websites Demo - Product_Features___Advisor_Websites.png
Product_Features___Advisor_Websites.png
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Have you used Advisor Websites before?
Yes

10 out of 11 Total Reviews for Advisor Websites

2.6 out of 5
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Advisor Websites Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
This product has not yet received any positive sentiments.
Cons
G2 reviews are authentic and verified.
Frank G.
FG
Financial professional
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Advisor Websites?

We had a professional looking website. Initial set up was as discussed. We had a great support staffer named Alyzah. Review collected by and hosted on G2.com.

What do you dislike about Advisor Websites?

Our experience with Advisor Websites -Snappy Kracken was frustrating, particularly when it came to making changes and getting support. The process was time-consuming, and we were unable to implement much of the marketing we had hoped for. Additionally, their presence in Canada was minimal, and despite multiple requests for improvements, nothing was done. Much of their library is not suitable for our market and we are paying for stuff we don't use.

The most disappointing part of our experience was attempting to cancel our subscription. The auto-renewal occurred on Sunday, February 9th, and we were unaware of the policy requiring advance notice to prevent renewal. Upon realizing this, I immediately contacted their team on Monday, February 10th, to request a cancellation. Since Snappy Kracken charges a full year in advance ($1,788), I was left out of pocket for an entire year. Despite multiple emails and appeals, my refund request was denied.

Aside from this issue, I didn’t encounter major challenges, but I found the service overpriced for what it offers. It’s essentially a DIY platform with limited support unless you are paying for it. This makes it difficult to justify the high cost. Over my 3–4 years with the company, we handled most of the website work ourselves with minimal assistance. While some time was available every month we did not get the answers we needed before deciding to move on.

I strongly caution potential customers to read the fine print before signing up. The year-in-advance payment model is rigid and punitive, especially when financial situations change. Their strict no-refund policy leaves little room for flexibility. If you're looking for a website service, I recommend exploring other providers that offer easier site migration and better customer support. Do your research before committing. Review collected by and hosted on G2.com.

What problems is Advisor Websites solving and how is that benefiting you?

None. They provide an expensive website product with little marketing support for Canadian clients. Alyzah was great. Friendly and di help when we needed support. The challenge was that you often needed to book far in advance as scheduling support was not always quick. Review collected by and hosted on G2.com.

BA
Fund Manager
Broadcast Media
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Advisor Websites?

It is difficult to navigate and customize my website according to my needs. The interface and the range of options are somewhat limited. The customer service is poor and does not promptly solve any concerns. Review collected by and hosted on G2.com.

What do you dislike about Advisor Websites?

Their design style feels a bit outdated or not in line with trends For high end websites, there are some problems with the platform that cause inconvenience. Review collected by and hosted on G2.com.

What problems is Advisor Websites solving and how is that benefiting you?

Advisor Websites provide a poor solution designed for financial service providers like us. They are unable to understand our requirements. Provide a noncomprehensive platform that is not tailored to our industry needs. This has had an impact on our business. Review collected by and hosted on G2.com.

FI
Support Team Leader
Government Relations
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Advisor Websites?

I have come across many issues, with their services. It is more about my limitations in dedicating time to fully harness its potential. Review collected by and hosted on G2.com.

What do you dislike about Advisor Websites?

The platform lacks a modern design, which can put you at a disadvantage in today’s competitive market. If you require high end features the website pose problems. Review collected by and hosted on G2.com.

What problems is Advisor Websites solving and how is that benefiting you?

Advisor Websites is unable to provide the solution for financial service websites. With their poor expertise they does not assist in creating and optimizing websites that does not cater to the needs of businesses, in this industry. Review collected by and hosted on G2.com.

Verified User in Financial Services
AF
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Advisor Websites?

Whenever I have a change needed, Advisor Websites is always very prompt to respond to my request and changes my website to my exact instructions. Review collected by and hosted on G2.com.

What do you dislike about Advisor Websites?

Sometimes I feel like it isn't as contemporary style-wise as I wish it could be. Review collected by and hosted on G2.com.

Recommendations to others considering Advisor Websites:

It really has been great and as mentioned before, I only wish it was a little more modern and contemporary style-wise but that is my only complaint. Review collected by and hosted on G2.com.

What problems is Advisor Websites solving and how is that benefiting you?

Like mentioned before, any problem I ever have with the website or any changes I may want to make are changed promptly and accurately. Review collected by and hosted on G2.com.

Verified User in Internet
UI
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Advisor Websites?

Advisor websites give you the list of vendor services that are available in your area and helps to select the right one. Review collected by and hosted on G2.com.

What do you dislike about Advisor Websites?

If there are not many vendor or suppliers to choose and there are not enough reviews , then it becomes difficult to compare. Review collected by and hosted on G2.com.

What problems is Advisor Websites solving and how is that benefiting you?

Helps to make decision quickly and fast to select the right supplier for the job. Review collected by and hosted on G2.com.

Verified User in Financial Services
EF
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Advisor Websites?

Absolutely nothing. The entire process was just a pain. Not only were they not able to deliver my website as contracted for but also messed up my server setting to crash my email servers for over a week. Review collected by and hosted on G2.com.

What do you dislike about Advisor Websites?

Everything...These guys do not have the skill, capabilities, and resources to deliver a compliant website. Review collected by and hosted on G2.com.

Recommendations to others considering Advisor Websites:

Do not overpromise. Get qualified staff. Review collected by and hosted on G2.com.

What problems is Advisor Websites solving and how is that benefiting you?

I was trying to set up a website for my newly established RIA firm, but it was a nightmare dealing with Advisor websites. Review collected by and hosted on G2.com.

SS
Gadgets and electronics
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best about Advisor Websites?

Helped me to expand my business so fast and easily and saved my time and travel money. Review collected by and hosted on G2.com.

What do you dislike about Advisor Websites?

The customer service is bad would really love if they fix that.One of the reasons I stopped using it Review collected by and hosted on G2.com.

Recommendations to others considering Advisor Websites:

If you want to save time and money come to advisor website.l Review collected by and hosted on G2.com.

What problems is Advisor Websites solving and how is that benefiting you?

It saves time and money. Review collected by and hosted on G2.com.

Verified User in Financial Services
AF
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Advisor Websites?

The ease of navigation through the website as well as the response time of the support team. Also, the tutorials are fantastic and extremly helpful! Review collected by and hosted on G2.com.

What do you dislike about Advisor Websites?

I havent been able to across someting I don't like yet! Review collected by and hosted on G2.com.

What problems is Advisor Websites solving and how is that benefiting you?

How to get our message across to our clients in a easy and efficient way. Especially since most of our visitors have little knowledge of the service we provide when they first enter our website Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management
AN
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Advisor Websites?

It's nice to know that it is compliant, and that there is the "stamp of approval" for financial advisors using this website. It also can produce a pretty nice, clean, website for the customer to view. Review collected by and hosted on G2.com.

What do you dislike about Advisor Websites?

The backend is horrible. Trying to customize is a nightmare. What should be drag and drop is locked, things are clunky and super manual, the features you can add aren't intuitive, and it just overall leaves a lot to be desired. Review collected by and hosted on G2.com.

Recommendations to others considering Advisor Websites:

If you can hire someone to do a professional, compliant website for you - do it. This website platform will give you headaches unless you are just looking for a basic, information website and not something interactive or high-tech. Review collected by and hosted on G2.com.

What problems is Advisor Websites solving and how is that benefiting you?

We have a website! And that website does have a pretty nice mobile app. This helps us with our branding, and keeps us relevant. Review collected by and hosted on G2.com.

Ray A.
RA
Chief Customer Officer
Information Technology and Services
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Advisor Websites?

Regular (but not overwhelming) follow-up from friendly, knowledgeable staff. Fair pricing for an excellent product. Review collected by and hosted on G2.com.

What do you dislike about Advisor Websites?

I haven't found anything at their end. It's more my inability to commit the time to maximize the content on the site. Review collected by and hosted on G2.com.

Recommendations to others considering Advisor Websites:

Use them - they're awesome! Review collected by and hosted on G2.com.

What problems is Advisor Websites solving and how is that benefiting you?

Marketing to new prospects and existing clients. Client communication. Review collected by and hosted on G2.com.